Divergent Planning, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $236 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $69.1M, Spdr S&P Midcap 400 ETF Trust with a value of $33.4M, Janus Detroit Str Tr Henderson with a value of $28.8M, American Centy ETF Tr Avantis with a value of $28.5M, and Vanguard Intermediate Term Cor with a value of $20.3M.

Examining the 13F form we can see an increase of $28.3M in the current position value, from $208M to 236M.

Below you can find more details about Divergent Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $236 Million
ETFs: $231 Million
Technology: $2.25 Million
Consumer Cyclical: $1.38 Million
Financial Services: $1.08 Million
Healthcare: $283,000
Industrials: $282,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 28
  • Current Value $236 Million
  • Prior Value $208 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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